Previously I thought Arm’s Neoverse V2 had an advantage over Zen 4, because Arm can focus on a narrower range of power and performance targets. But after looking at Grace, I don’t think that captures the full picture. Rather, Arm faces a different set of challenges thanks to their business model. They don’t see chip designs through to completion like AMD and Intel. Those x86 vendors can design cores with a comparatively narrow set of platform characteristics in mind. Arm has to attract as many implementers as possible to get licensing revenue. Their engineers will have a harder time anticipating what the final platform looks like.
Just sharing my thoughts.
From a pure product marketing perspective, using just the x86 vendors wouldn't allow me to rebrand my products to a much higher-price point tier.
The pros of taking ARM's IP is that from their end customers perspective they can "rebrand" it as their own custom design as a selling point or sort of.
Big buzz statements like:
"Revolutionary CPU Core Design" || "industry leading power consumption"
That only works to the "untrained investors", because going deeper down you would most likely uncover that ARM CSS Gensis fingerprints all over it.
Under Final Words section:
Previously I thought Arm’s Neoverse V2 had an advantage over Zen 4, because Arm can focus on a narrower range of power and performance targets. But after looking at Grace, I don’t think that captures the full picture. Rather, Arm faces a different set of challenges thanks to their business model. They don’t see chip designs through to completion like AMD and Intel. Those x86 vendors can design cores with a comparatively narrow set of platform characteristics in mind. Arm has to attract as many implementers as possible to get licensing revenue. Their engineers will have a harder time anticipating what the final platform looks like.
Just sharing my thoughts.
From a pure product marketing perspective, using just the x86 vendors wouldn't allow me to rebrand my products to a much higher-price point tier.
The pros of taking ARM's IP is that from their end customers perspective they can "rebrand" it as their own custom design as a selling point or sort of.
Big buzz statements like:
"Revolutionary CPU Core Design" || "industry leading power consumption"
That only works to the "untrained investors", because going deeper down you would most likely uncover that ARM CSS Gensis fingerprints all over it.